11/18/2024 | Rehmann Capital Advisory Group | 142,768 | $7.26M | 0.5% | +17.6% | 0.079% | |
11/18/2024 | Hobbs Group Advisors LLC | 2,182 | $111K | 0.0% | N/A | 0.001% | |
11/18/2024 | Arete Wealth Advisors LLC | 12,790 | $651K | 0.1% | -31.7% | 0.007% | |
11/18/2024 | Asset Allocation Strategies LLC | 30,785 | $1.57M | 0.4% | N/A | 0.017% | |
11/18/2024 | Brown Financial Advisors | 60,027 | $3.05M | 1.3% | +5.7% | 0.033% | |
11/18/2024 | RB Capital Management LLC | 128,140 | $6.52M | 1.5% | +14.1% | 0.071% | |
|
11/18/2024 | GG Group Ventures LLC | 300,478 | $15.28M | 22.6% | +4.5% | 0.166% | |
11/15/2024 | MML Investors Services LLC | 192,574 | $9.80M | 0.0% | +27.9% | 0.106% | |
11/15/2024 | Legacy Investment Solutions LLC | 49,865 | $2.53M | 1.6% | N/A | 0.027% | |
11/15/2024 | Headinvest LLC | 195,097 | $9.93M | 1.8% | +14.4% | 0.107% | |
11/15/2024 | Orion Portfolio Solutions LLC | 157,322 | $8.01M | 0.2% | -5.0% | 0.087% | |
11/15/2024 | National Bank of Canada FI | 4,407 | $224K | 0.0% | +2,404.0% | 0.002% | |
11/15/2024 | Insigneo Advisory Services LLC | 44,426 | $2.26M | 0.2% | +156.8% | 0.024% | |
11/15/2024 | Jane Street Group LLC | 69,317 | $3.53M | 0.0% | -93.4% | 0.038% | |
11/15/2024 | Kovitz Investment Group Partners LLC | 4,008,532 | $203.95M | 1.3% | +96.5% | 2.209% | |
11/15/2024 | Virtus Investment Advisers Inc. | 43,095 | $2.19M | 1.7% | N/A | 0.024% | |
11/15/2024 | Weaver Consulting Group | 205,607 | $10.46M | 3.3% | +12.5% | 0.113% | |
11/15/2024 | Stifel Financial Corp | 192,386 | $9.79M | 0.0% | +67.3% | 0.106% | |
11/15/2024 | Redwood Investment Management LLC | 5,059 | $257K | 0.0% | N/A | 0.003% | |
11/15/2024 | IHT Wealth Management LLC | 51,146 | $2.60M | 0.1% | -77.9% | 0.028% | |
11/15/2024 | Integrated Wealth Concepts LLC | 93,725 | $4.77M | 0.1% | -29.1% | 0.052% | |
11/15/2024 | Janus Henderson Group PLC | 12,345 | $628K | 0.0% | -99.2% | 0.007% | |
11/15/2024 | HighTower Advisors LLC | 3,229,867 | $164.31M | 0.2% | +16.6% | 1.780% | |
11/15/2024 | Garden State Investment Advisory Services LLC | 23,960 | $1.22M | 0.3% | -30.7% | 0.013% | |
11/15/2024 | Community Bank N.A. | 21,043 | $1.07M | 0.1% | -65.3% | 0.012% | |
11/15/2024 | ArrowMark Colorado Holdings LLC | 8,974 | $457K | 0.0% | N/A | 0.005% | |
11/15/2024 | Arrowroot Family Office LLC | 24,529 | $1.25M | 0.7% | +22.0% | 0.014% | |
11/15/2024 | Beck Capital Management LLC | 38,282 | $1.95M | 0.5% | N/A | 0.021% | |
11/15/2024 | Benjamin Edwards Inc. | 109,104 | $5.55M | 0.1% | +95.7% | 0.060% | |
11/15/2024 | Atlas Wealth LLC | 11,670 | $594K | 0.3% | N/A | 0.006% | |
11/15/2024 | Kestra Investment Management LLC | 424,315 | $21.59M | 0.9% | +0.3% | 0.234% | |
11/14/2024 | Semmax Financial Advisors Inc. | 113,078 | $5.74M | 1.6% | +41.4% | 0.062% | |
11/14/2024 | Flow Traders U.S. LLC | 201,208 | $10.24M | 0.5% | -52.7% | 0.111% | |
11/14/2024 | Verition Fund Management LLC | 16,000 | $814K | 0.0% | -30.4% | 0.009% | |
11/14/2024 | Captrust Financial Advisors | 7,525 | $383K | 0.0% | N/A | 0.004% | |
11/14/2024 | Rockefeller Capital Management L.P. | 432,670 | $22.01M | 0.1% | +17.9% | 0.238% | |
11/14/2024 | WFA of San Diego LLC | 34,221 | $1.74M | 1.5% | +3.2% | 0.019% | |
11/14/2024 | CreativeOne Wealth LLC | 151,891 | $7.73M | 0.3% | +331.3% | 0.084% | |
11/13/2024 | Cynosure Group LLC | 131,113 | $6.67M | 1.0% | -1.1% | 0.072% | |
11/13/2024 | Townsquare Capital LLC | 364,352 | $18.54M | 0.2% | +38.0% | 0.201% | |
Trump’s IRS Hands Massive ‘Victory Gift’ To 401K Owners (Ad) Trump quietly left open an "off the books" wealth-protection loophole hidden in the 6,871 pages of the IRS Tax Code…
And since then…
"In the know" patriots have quietly used this same "Trump revenge loophole" to shield their life savings from Bidenomics… Get Your Free Gold Guide |
11/13/2024 | Transamerica Financial Advisors Inc. | 21,043 | $1.07M | 0.1% | -66.3% | 0.012% | |
11/13/2024 | FMR LLC | 1,778,535 | $90.49M | 0.0% | +63.2% | 0.980% | |
11/13/2024 | D.A. Davidson & CO. | 17,500 | $890K | 0.0% | -22.2% | 0.010% | |
11/13/2024 | Elios Financial Group Inc. | 8,683 | $442K | 0.2% | N/A | 0.005% | |
11/13/2024 | Blue Investment Partners LLC | 171,553 | $8.73M | 3.6% | +20.7% | 0.095% | |
11/13/2024 | Private Trust Co. NA | 4,412 | $224K | 0.0% | +17.3% | 0.002% | |
11/12/2024 | Centaurus Financial Inc. | 173,385 | $8.82M | 0.6% | -1.6% | 0.096% | |
11/12/2024 | WESPAC Advisors LLC | 13,200 | $672K | 0.5% | -4.5% | 0.007% | |
11/12/2024 | Lane & Associates LLC | 50,348 | $2.56M | 1.4% | +184.6% | 0.028% | |
11/12/2024 | One Charles Private Wealth Services LLC | 120,946 | $6.15M | 2.3% | +1,714.9% | 0.067% | |
11/12/2024 | Cerity Partners LLC | 21,665 | $1.10M | 0.0% | +164.0% | 0.012% | |
11/12/2024 | Kingsview Wealth Management LLC | 128,806 | $6.55M | 0.1% | +50.7% | 0.071% | |
11/12/2024 | Great Valley Advisor Group Inc. | 501,546 | $25.52M | 0.6% | +281.6% | 0.276% | |
11/12/2024 | Leelyn Smith LLC | 22,824 | $1.16M | 0.2% | -24.3% | 0.013% | |
11/12/2024 | Nwam LLC | 23,380 | $1.19M | 0.1% | N/A | 0.013% | |
11/12/2024 | Meridian Wealth Management LLC | 19,882 | $1.01M | 0.0% | +25.0% | 0.011% | |
11/12/2024 | Allen Capital Group LLC | 279,977 | $14.25M | 1.8% | +11.5% | 0.154% | |
11/12/2024 | Darden Wealth Group Inc | 18,933 | $963K | 0.7% | +183.6% | 0.010% | |
11/12/2024 | 49 Wealth Management LLC | 472,967 | $24.07M | 3.9% | +95.2% | 0.261% | |
11/12/2024 | Blackhawk Capital Partners LLC. | 53,544 | $2.72M | 1.5% | +239.2% | 0.030% | |
11/12/2024 | Running Point Capital Advisors LLC | 4,605 | $234K | 0.1% | N/A | 0.003% | |
11/9/2024 | LPL Financial LLC | 5,113,419 | $260.17M | 0.1% | +38.6% | 2.817% | |
11/9/2024 | SSI Investment Management LLC | 211,936 | $10.78M | 0.8% | +60.7% | 0.117% | |
11/8/2024 | First Horizon Advisors Inc. | 569 | $29K | 0.0% | -52.6% | 0.000% | |
11/8/2024 | Advisors Asset Management Inc. | 31,807 | $1.62M | 0.0% | +8.4% | 0.018% | |
11/8/2024 | Hilton Capital Management LLC | 1,605,658 | $81.70M | 6.3% | +6.5% | 0.885% | |
11/8/2024 | Prospera Financial Services Inc | 28,889 | $1.47M | 0.0% | +44.7% | 0.016% | |
11/7/2024 | Vertex Planning Partners LLC | 170,987 | $8.70M | 2.1% | +1.8% | 0.094% | |
11/7/2024 | OneAscent Wealth Management LLC | 11,023 | $561K | 0.2% | N/A | 0.006% | |
11/7/2024 | Spectrum Wealth Advisory Group LLC | 133,348 | $6.79M | 3.8% | N/A | 0.073% | |
11/7/2024 | Arch Capital Group LTD. | 5,307,645 | $270.05M | 69.8% | +135.4% | 2.924% | |
11/7/2024 | Napa Wealth Management | 8,573 | $436K | 0.2% | N/A | 0.005% | |
11/7/2024 | CAP Partners LLC | 10,828 | $551K | 0.4% | +46.9% | 0.006% | |
11/7/2024 | Sugar Maple Asset Management LLC | 5,644 | $287K | 0.2% | N/A | 0.003% | |
11/6/2024 | WESPAC Advisors SoCal LLC | 66,369 | $3.38M | 0.8% | -53.4% | 0.037% | |
11/6/2024 | River Street Advisors LLC | 6,450 | $328K | 0.2% | -3.4% | 0.004% | |
11/6/2024 | KPP Advisory Services LLC | 28,373 | $1.44M | 0.3% | +88.1% | 0.016% | |
11/6/2024 | Paragon Advisors LLC | 233,409 | $11.88M | 3.9% | +1.9% | 0.129% | |
11/6/2024 | Euro Pacific Asset Management LLC | 10,985 | $556K | 0.1% | N/A | 0.006% | |
11/6/2024 | Northcape Wealth Management LLC | 203,372 | $10.35M | 3.4% | +34.8% | 0.112% | |
11/6/2024 | OneDigital Investment Advisors LLC | 236,424 | $12.03M | 0.1% | +2.2% | 0.130% | |
11/6/2024 | Diversified Portfolios Inc. | 141,398 | $7.19M | 0.8% | +49.6% | 0.078% | |
11/6/2024 | Curi RMB Capital LLC | 17,169 | $874K | 0.0% | +129.9% | 0.009% | |
11/6/2024 | SAM Advisors LLC | 10,559 | $537K | 0.2% | N/A | 0.006% | |
11/6/2024 | Kovack Advisors Inc. | 5,658 | $288K | 0.0% | +5.6% | 0.003% | |
11/6/2024 | Oppenheimer & Co. Inc. | 33,382 | $1.70M | 0.0% | -17.7% | 0.018% | |
11/6/2024 | OLD Second National Bank of Aurora | 8,102 | $412K | 0.1% | +2.8% | 0.004% | |
11/6/2024 | Pinnacle Financial Partners Inc | 49,695 | $2.53M | 0.1% | N/A | 0.027% | |
11/5/2024 | Haverford Trust Co | 394,654 | $20.08M | 0.2% | +31.5% | 0.217% | |
11/5/2024 | First Heartland Consultants Inc. | 62,042 | $3.16M | 0.3% | -80.9% | 0.034% | |
Trump’s IRS Hands Massive ‘Victory Gift’ To 401K Owners (Ad) Trump quietly left open an "off the books" wealth-protection loophole hidden in the 6,871 pages of the IRS Tax Code…
And since then…
"In the know" patriots have quietly used this same "Trump revenge loophole" to shield their life savings from Bidenomics… Get Your Free Gold Guide |
11/5/2024 | Apollon Financial LLC | 11,933 | $607K | 0.2% | N/A | 0.007% | |
11/5/2024 | Harbour Investments Inc. | 9,058 | $461K | 0.0% | +68.9% | 0.005% | |
11/5/2024 | Apollon Wealth Management LLC | 322,800 | $16.42M | 0.5% | -1.2% | 0.178% | |
11/5/2024 | Fountainhead AM LLC | 32,609 | $1.66M | 0.3% | -1.7% | 0.018% | |
11/4/2024 | tru Independence LLC | 40,769 | $2.07M | 0.6% | +5.0% | 0.022% | |
11/4/2024 | Core Wealth Partners LLC | 22,748 | $1.16M | 0.7% | N/A | 0.013% | |
11/4/2024 | 1900 Wealth Management LLC | 1,189,654 | $60.36M | 5.4% | -18.9% | 0.655% | |
11/4/2024 | Baker Avenue Asset Management LP | 100,834 | $5.13M | 0.2% | +8.5% | 0.056% | |
11/4/2024 | Axxcess Wealth Management LLC | 31,967 | $1.63M | 0.0% | -17.2% | 0.018% | |
11/4/2024 | Legacy Capital Wealth Partners LLC | 119,909 | $6.10M | 1.0% | +99.2% | 0.066% | |